Wikiadmin: Created page with "{{BackTo|Screens Reference}} == Business Partner == Business partner master data window is the place where you can easily organize and centralize business partner data. ===..."

2018-10-24T07:17:14Z

Created page with "{{BackTo|Screens Reference}} == Business Partner == Business partner master data window is the place where you can easily organize and centralize business partner data. ===..."

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== Business Partner ==
Business partner master data window is the place where you can easily organize and centralize business partner data.

=== Business Partner ===

There are many business partner types such as customers, suppliers and employees you can define and configure.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Search Key''' : A fast method for finding a particular record.
* '''Commercial Name''' : Commercial Name of the Business Partner
* '''Tax ID''' : The government defined unique number for assigning and paying taxes.
* '''[[Screenshot:Business Partner Category#Business Partner Category | Business Partner Category]]''' : A classification of business partners based on defined similarities.
* '''Fiscal Name''' : Fiscal Name of the Business Partner.
* '''Description''' : A space to write additional related information.
* '''URL''' : An address which can be accessed via internet.
* '''Reference No.''' : The number for a specific reference.
* '''Consumption Days''' : Consumption Days
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Isofiscalcode''' : Iso fiscal code
* '''Fiscalcode''' : Fiscal code
* '''[[Screenshot:Language#Language | Language]]''' : Language for this application
* '''Summary Level''' : A means of grouping fields in order to view or hide additional information.
* '''Valuation''' : An estimation or appraisal with the goal of defining a value.
* '''[[Screenshot:Title#Title | Greeting]]''' : A description, often abbreviated, of how to address a business partner.
* '''Acquisition Cost''' : The cost of gaining the prospect as a customer
* '''Potential Customer''' : Indicates a Prospect or Customer
* '''Date of First Sale''' : Date of First Sale
* '''No. of Employees''' : Number of employees
* '''Expected Lifetime Revenue''' : Total Revenue expected
* '''Volume of Sales''' : Total Volume of Sales
* '''Share''' : Share of Customer's business as a percentage
* '''Customer''' : Indicates a business partner that is your customer, ie. that will be making purchases from you.
* '''Vendor''' : A business partner who sells products or services.
* '''Employee''' : A business partner who will be working for an organization.
* '''Set New Currency'''
* '''Credit Line Limit''' : Total outstanding invoice amounts allowed
* '''[[Screenshot:Currency#Currency | Currency]]''' : An accepted medium of monetary exchange that may vary across countries.
* '''UPC/EAN''' : A bar code with a number to identify a product.
* '''Prices Shown in Order'''
* '''Operator'''
* '''One Time Transaction'''
* '''NAICS/SIC''' : Standard Industry Code or its successor NAIC - http://www.osha.gov/oshstats/sicser.html
* '''Invoice Terms''' : Frequency and method of invoicing
* '''Invoice Grouping'''
* '''[[Screenshot:Organization#Organization | Forced org]]'''
* '''D-U-N-S''' : Dun & Bradstreet Number
* '''Current Balance''' : Current open balance
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Business Partner''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.

=== Customer ===

Customer related data can be entered and configured once the "Customer" check-box is enabled.
* '''Customer''' : Indicates a business partner that is your customer, ie. that will be making purchases from you.
* '''[[Screenshot:Price List#Price List | Price List]]''' : A catalog of selected items with prices defined generally or for a specific partner.
* '''[[Screenshot:Payment Method#Payment Method | Payment Method]]''' : It is the method by which payment is expected to be made or received.
* '''Commercial Name''' : Commercial Name of the Business Partner
* '''[[Screenshot:Payment Term#Header | Payment Terms]]''' : The setup and timing defined to complete a specified payment.
* '''[[Screenshot:Financial Account#Account | Financial Account]]''' : Financial account used to deposit / withdrawal money such as bank accounts or petty cash
* '''[[Screenshot:Business Partner#Business Partner | Sales Representative]]''' : The person in charge of a document.
* '''Invoice Terms''' : Frequency and method of invoicing
* '''[[Screenshot:Invoice Schedule#Invoice Schedule | Invoice Schedule]]''' : Schedule for generating Invoices
* '''Tax Exempt''' : A condition stating that for a specific case, taxes must not be applied.
* '''On Hold''' : This flag allows to block the customer. By checking it, a new section will be shown called Business Partner Blocking with the possible blocking options.
* '''Sales Order''' : This flag allows to block sales order in customer.
* '''Goods Shipment''' : This flag allows to block goods shipment out in customer.
* '''Sales Invoice''' : This flag allows to block sales invoice in customer.
* '''Payment In''' : This flag allows to block payment in in customer.
* '''[[Screenshot:Business Partner Tax Category#Business Partner Tax Category | SO BP Tax Category]]''' : SO BP Tax Category
* '''Maturity Date 1''' : The day of the month that invoices are due. 3 maturity dates can be defined.
* '''Maturity Date 2''' : The day of the month that invoices are due. 3 maturity dates can be defined.
* '''Maturity Date 3''' : The day of the month that invoices are due. 3 maturity dates can be defined.
* '''Form of Payment''' : The method used for payment of this transaction.
* '''Number of Copies''' : The number of copies of each document that will be printed.
* '''Order Description''' : Description to be used on orders
* '''Print Discount''' : An option to have any discount printed on the invoice.
* '''Delivery Terms''' : A definition stating when a specific delivery will occur.
* '''Delivery Method''' : The desired means of getting requested goods to a business partner.
* '''Invoice Grouping'''
* '''[[Screenshot:Incoterm#Incoterms | Incoterms ( SO )]]'''
* '''Birthday''' : An anniversary of birth for a business partner.
* '''Birth Place'''
* '''[[Screenshot:Bank#Bank Account | Transactional Bank Account]]''' : Default Customer Bankaccount
* '''Search Key''' : A fast method for finding a particular record.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Order Reference''' : A reference or document order number as listed in business partner application.
* '''[[Screenshot:Incoterm#Incoterms | Incoterms ( PO )]]'''
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Business Partner''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.

=== Customer Accounting ===

Customer accounting tab allows you to configure the ledger accounts to be used while posting customer related transactions such as customer receivables and customer advances to the general ledger.
* '''[[Screenshot:General Ledger Configuration#General Ledger Configuration | General Ledger]]''' : The book containing all financial transactions recorded for the legal entity.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Account Combination#Combination | Customer Receivables No.]]''' : An account number in the general ledger to mark transactions with a business partner.
* '''[[Screenshot:Account Combination#Combination | Customer Prepayment]]''' : The Customer Prepayment account indicates the account to be used for recording prepayments from a customer.
* '''Status''' : A defined state or position of a payment.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Customer Accounting''' : Business partner customer accounts.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.

=== Vendor/Creditor ===

Vendor or Creditor related data can be entered and configured once the "Vendor" check-box is enabled.
* '''Vendor''' : A business partner who sells products or services.
* '''[[Screenshot:Price List#Price List | Purchase Pricelist]]''' : A catalog of selected products which can be purchased, each with a specified price.
* '''Commercial Name''' : Commercial Name of the Business Partner
* '''[[Screenshot:Payment Method#Payment Method | PO Payment Method]]'''
* '''[[Screenshot:Payment Term#Header | PO Payment Terms]]''' : The setup and timing defined to complete a specified payment.
* '''[[Screenshot:Financial Account#Account | PO Financial Account]]''' : Financial account used to deposit / withdrawal money such as bank accounts or petty cash
* '''PO Maturity Date 1''' : The day of the month that invoices are due. 3 maturity dates can be defined.
* '''PO Maturity Date 2''' : Day of the month of the due date
* '''PO Maturity Date 3''' : Day of the month of the due date
* '''[[Screenshot:Business Partner Tax Category#Business Partner Tax Category | Tax Category]]''' : Bussines Partner Tax Category as a Vendor
* '''PO Form of Payment''' : The method used to pay the request.
* '''On Hold''' : This flag allows to block the vendor. By checking it, a new section will be shown called Business Partner Blocking with the possible blocking options.
* '''Purchase Order''' : This flag allows to block purchase order in vendor.
* '''Goods Receipt''' : This flag allows to block goods receipt in vendor.
* '''Purchase Invoice''' : This flag allows to block purchase invoice in vendor.
* '''Payment Out''' : This flag allows to block payment out in vendor.
* '''[[Screenshot:Incoterm#Incoterms | Incoterms ( PO )]]'''
* '''Search Key''' : A fast method for finding a particular record.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Incoterm#Incoterms | Incoterms ( SO )]]'''
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Business Partner''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
* '''[[Screenshot:Bank#Bank Account | Bank Account]]''' : Default Vendor Bank Account
* '''Active''' : A flag indicating whether this record is available for use or de-activated.

=== Vendor Accounting ===

Vendor accounting tab allows you to configure the ledger accounts to be used while posting vendor related transactions such as vendor liabilities and vendor advanced payments to the general ledger.
* '''[[Screenshot:General Ledger Configuration#General Ledger Configuration | General Ledger]]''' : The book containing all financial transactions recorded for the legal entity.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Account Combination#Combination | Vendor Liability]]''' : An account number in the general ledger used to mark transactions with this business partner.
* '''[[Screenshot:Account Combination#Combination | Vendor Prepayment]]''' : An account number in the general ledger used to mark transactions with this business partner.
* '''Status''' : A defined state or position of a payment.
* '''Vendor Accounting''' : Business partner vendor accounts.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.

=== Employee ===

A business partner can be set up as employee once the check-box "Employee" is enabled.
* '''Employee''' : A business partner who will be working for an organization.
* '''Is Sales Representative''' : The person in charge of carry out an order.
* '''Commercial Name''' : Commercial Name of the Business Partner
* '''Operator'''
* '''[[Screenshot:Salary Category#Salary Category | Current Salary Category]]''' : A classification of salaries based on similar characteristics or attributes.
* '''Search Key''' : A fast method for finding a particular record.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Business Partner''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.

=== Employee Accounting ===

The ledger accounts to be used while posting employee related transactions such as paryroll accounting could be added in this tab.
* '''[[Screenshot:General Ledger Configuration#General Ledger Configuration | General Ledger]]''' : The book containing all financial transactions recorded for the legal entity.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Employee Accounting'''
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.

=== Cost Salary Category ===

* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Starting Date''' : A parameter stating the starting time range related to a specified request.
* '''[[Screenshot:Salary Category#Salary Category | Cost Salary Category]]''' : A classification of salaries based on similar characteristics or attributes.
* '''Salary Category'''
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Creation Date''' : The date that this record is completed.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.

=== Bank Account ===

Bank account tab allows you to list and setup business partner bank accounts.
* '''Bank Name''' : Name of the bank
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Country and Region#Country | Country]]''' : A state or a nation.
* '''[[Screenshot:User#User | User/Contact]]''' : An acquaintance to reach for information related to the business partner.
* '''Bank Account Format''' : Bank Account Format used for generating the Displayed Account No
* '''Generic Account No.''' : Bank account number in a generic format.
* '''IBAN''' : International standard for identifying bank accounts across national borders
* '''Use Generic Account No.''' : Use the Generic Account Number for generating the Displayed Account Number
* '''SWIFT Code''' : SWIFT Code (Society of Worldwide Interbank Financial Telecommunications)
* '''Use IBAN''' : Use IBAN for generating the Displayed Account Number
* '''Displayed Account''' : Text that will identify this bank account
* '''Routing No''' : Bank Routing Number
* '''City''' : City or the Credit Card or Account Holder
* '''Email''' : Email Address
* '''Driver's License No.''' : Payment Identification - Driver License
* '''Social Security No.''' : Payment Identification - Social Security No
* '''Name''' : Name on Credit Card or Account holder
* '''State''' : State of the Credit Card or Account holder
* '''Street''' : Street address of the Credit Card or Account holder
* '''Postal Code''' : Zip Code of the Credit Card or Account Holder
* '''Account Type''' : Bank Account Type
* '''Expiry Month''' : Expiry Month
* '''Expiry Year''' : Expiry Year
* '''Credit Card No.''' : Credit Card Number
* '''CC Type''' : Credit Card (Visa, MC, AmEx)
* '''Zip verified''' : The Zip Code has been verified
* '''Country Name''' : Country Name
* '''Partner Bank Account''' : Bank Account of the Business Partner
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Creation Date''' : The date that this record is completed.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.

=== Location/Address ===

Business partner locations and full address details can be set up in this tab.
* '''[[Screenshot:Location#Location | Location / Address]]''' : A specific place or residence.
* '''Phone''' : A telephone number for a specified business partner.
* '''Alternative Phone''' : A second contact telephone number for a business partner.
* '''Name''' : A non-unique identifier for a record/document often used as a search tool.
* '''Fax''' : A fax number for a specified business partner.
* '''Shipping Address''' : Business Partner address to ship goods to
* '''Invoicing Address''' : Indicates that this address is the Invoicing Address
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Sales Region#Sales Region | Sales Region]]''' : A defined section of the world where sales efforts will be focused.
* '''Pay from Address''' : Business Partner pays from that address and we'll send dunning letters there
* '''Remit to Address''' : Address we send payments to
* '''Tax Location'''
* '''Partner Address''' : The location of the selected business partner.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.

=== Contact ===

Contact tab allows you to add and configure the business partner contacts you deal with.
* '''First Name''' : Name of the contact
* '''Last Name''' : Last name of the contact
* '''User''' : Alphanumeric identifier of the entity
* '''Email''' : An email address for a specified business partner.
* '''Phone''' : A telephone number for a specified business partner.
* '''Alternative Phone''' : A second contact telephone number for a business partner.
* '''Position''' : A defined job, title, or ranking within a company.
* '''Comments''' : A space to write additional related information.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Description''' : A space to write additional related information.
* '''[[Screenshot:Title#Title | Greeting]]''' : A description, often abbreviated, of how to address a business partner.
* '''Birthday''' : An anniversary of birth for a business partner.
* '''[[Screenshot:Business Partner#Location/Address | Partner Address]]''' : The location of the selected business partner.
* '''Fax''' : A fax number for a specified business partner.
* '''Last Contact Result''' : A statement related to the result of the last interaction with a business partner.
* '''Last Contact Date''' : Date this individual was last contacted
* '''Grant Portal Access''' : Grants to this user access to portal
* '''User/Contact''' : An acquaintance to reach for information related to the business partner.
* '''[[Screenshot:User#User | Supervisor]]''' : Supervisor for this user - used for escalation
* '''Process Now''' : A request to process the respective document or task.
* '''Password''' : A secret code used to allow access to a specified window or tab.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Email Server Username''' : User Name (ID) in the Mail System
* '''Email Server Password''' : Password of your email user id
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.

=== Basic Discount ===

Basic Discount tab allows you to add and configure business partner Basic Discounts.
* '''Line No.''' : A line stating the position of this request in the document.
* '''[[Screenshot:Basic Discount#Basic Discount | Basic Discount]]''' : The percentage price reduction based on the list price.
* '''Customer''' : Indicates a business partner that is your customer, ie. that will be making purchases from you.
* '''Vendor''' : A business partner who sells products or services.
* '''Apply in Order''' : Apply the discount also to the Order
* '''Cascade''' : Any additional discount built upon the remaining total after applying previous discounts.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''C_Bpartner_Discount_ID'''
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.

=== Withholding ===

The Withholding Tab defines any withholding information for this business partner.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Withholding#Withholding | Withholding]]''' : Withholding
* '''Default''' : A value that is shown whenever a record is created.
* '''Include Tax''' : Include Tax Inps
* '''[[Screenshot:Tax Rate#Tax | Tax]]''' : The percentage of money requested by the government for this specified product or transaction.
* '''Percent of Base Amount''' : Percentage of Base Amount
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Is Percent''' : Is Percent of Base Amount
* '''Creation Date''' : The date that this record is completed.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Business Partner Withholding'''
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.

=== Product Template ===

Create a product template to be used to carry out simple sales order transactions with this business partner.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Product#Product | Product]]''' : An item produced by a process.
* '''Quantity''' : The number of a certain item.
* '''Template Type''' : Type of the template
* '''Product Template'''
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.

=== Shipment Route ===

Create a delivery position for this business partner on a defined shipment route, in case the wharehouse is defined as Shipment Vehicle.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Warehouse and Storage Bins#Warehouse | Warehouse]]''' : The location where products arrive to or are sent from.
* '''Sequence Number''' : The order of records in a specified document.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''M_Warehouse_Shipper_ID''' : Shipper Warehouse
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.

=== Volume Discount ===

Add volume discounts which may be made available to this business partner.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Volume Discount#Volume Discounts | Volume Discount]]''' : A promotion given at a specific time of year based on purchase amounts.
* '''Sequence Number''' : The order of records in a specified document.
* '''Sales Transaction''' : An indication that a transfer of goods and money between business partners is occurring.
* '''Valid From Date''' : A parameter stating the starting time of a specified request.
* '''Valid To Date''' : A parameter stating the ending time of a specified request.
* '''Create Invoice (Volume Discount)''' : Create invoice
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
* '''BP Volume Discount'''

=== Volume Discount Settlement ===

View invoices for volume discounts accepted and used by this business partner.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Sales Invoice#Header | Invoice]]''' : A document listing products, quantities and prices, payment terms, etc.
* '''Sequence Number''' : The order of records in a specified document.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''M_Rappel_Invoice_ID'''
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''[[Screenshot:Business Partner#Volume Discount | BP Volume Discount]]'''

{{BackTo|Screens Reference}}

[[Category:User Guide]]

Screenshot:Business Partner - Revision history

Wikiadmin: /* Customer */

Wikiadmin: /* Business Partner */

Wikiadmin: Created page with "{{BackTo|Screens Reference}} == Business Partner == Business partner master data window is the place where you can easily organize and centralize business partner data. ===..."

@@ Line 89: / Line 89: @@
 * '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
 * '''Business Partner''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
 * '''Active''' : A flag indicating whether this record is available for use or de-activated.
 === Customer Accounting ===

@@ Line 48: / Line 48: @@
 * '''Current Balance''' : Current open balance
 * '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
 * '''Business Partner''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
 === Customer ===